| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 8 | 30,505 | MTTR, RL, PINS, UBER | 13F-HR | 2/14/2024 | 000176138024000001 |
| Q3 2023 | 10 | 167,471 | UBER, PINS, GOOGL, DASH | 13F-HR | 11/14/2023 | 000176138023000010 |
| Q2 2023 | 9 | 190,620 | UBER, PINS, Z, GOOGL | 13F-HR | 8/10/2023 | 000176138023000008 |
| Q1 2023 | 9 | 176,502 | PINS, DASH, UBER, GOOGL | 13F-HR | 5/10/2023 | 000176138023000006 |
| Q4 2022 | 8 | 156,243 | PINS, DASH, 0LQ0.IL, GOOGL | 13F-HR | 2/13/2023 | 000176138023000004 |
| Q3 2022 | 9 | 154,710 | PINS, 0LQ0.IL, ETSY, DASH | 13F-HR | 11/14/2022 | 000176138022000010 |
| Q2 2022 | 8 | 162,891 | 0LQ0.IL, PINS, ETSY, DASH | 13F-HR | 8/12/2022 | 000176138022000008 |
| Q1 2022 | 8 | 199,194 | PINS, 0LQ0.IL, ETSY, GIS | 13F-HR | 5/16/2022 | 000176138022000005 |
| Q4 2021 | 6 | 199,514 | PINS, 0LQ0.IL, GIS, META | 13F-HR | 2/11/2022 | 000176138022000001 |
| Q3 2021 | 6 | 269,925 | PINS, 0LQ0.IL, OSTK, GIS | 13F-HR | 11/15/2021 | 000176138021000008 |
| Q2 2021 | 9 | 341,094 | PINS, META, ETSY, 0LQ0.IL | 13F-HR | 8/16/2021 | 000176138021000006 |
| Q1 2021 | 9 | 299,209 | PINS, GIS, META, SFM | 13F-HR | 5/17/2021 | 000176138021000004 |
| Q4 2020 | 9 | 279,286 | PINS, SFM, META, GIS | 13F-HR | 2/16/2021 | 000176138021000002 |
| Q3 2020 | 11 | 284,551 | META, SFM, WB, WDAY | 13F-HR | 11/13/2020 | 000176138020000012 |
| Q2 2020 | 10 | 293,562 | WUBA, ETSY, WB, WDAY | 13F-HR | 8/14/2020 | 000176138020000010 |
| Q1 2020 | 11 | 254,035 | WING, ETSY, WB, WDAY | 13F-HR | 5/14/2020 | 000176138020000008 |
| Q4 2019 | 8 | 183,220 | ETSY, WB, BOOT, SNAP | 13F-HR | 2/13/2020 | 000176138020000002 |
| Q3 2019 | 6 | 154,878 | ETSY, BOOT, WDAY, Zendesk Inc | 13F-HR | 11/14/2019 | 000176138019000008 |
| Q2 2019 | 5 | 123,069 | Zendesk Inc, ETSY, BOOT, SFM | 13F-HR | 8/13/2019 | 000176138019000006 |
| Q1 2019 | 7 | 120,724 | Zendesk Inc, SFM, ETSY, WING | 13F-HR | 5/13/2019 | 000176138019000004 |
| Q4 2018 | 8 | 110,728 | WING, SFM, ETSY, TAST | 13F-HR | 2/13/2019 | 000176138019000002 |